Form 4: WEC Energy CFO Reports Stock & Option Transactions

WEC Energy Group's EVP and CFO, Liu Xia, reported the acquisition of common stock and stock options, alongside dispositions for tax withholding purposes.

Summary

• Liu Xia, Executive Vice President and Chief Financial Officer of WEC Energy Group, Inc. (WEC), reported changes in beneficial ownership.
• On January 2, 2026, Xia acquired 4,365 shares of common stock at a price of $0.
• Also on January 2, 2026, Xia acquired 20,955 stock options with an exercise price of $106.088 per share.
• These stock options are scheduled to vest 100% on January 2, 2029, and expire on January 2, 2036.
• Xia disposed of 1,086 shares of common stock on January 2, 2026, at a price of $106.088 per share, and an additional 318 shares on January 5, 2026, at $105.045 per share, both for tax withholding purposes.
• Following these transactions, Xia's direct beneficial ownership of common stock is 23,548 shares and 20,955 stock options.

Sentiment

Score: 5

Explanation: The filing reports routine insider transactions related to executive compensation and tax obligations, which are neutral in sentiment regarding the company's operational or financial performance.

Positives

• The EVP and CFO, Liu Xia, acquired 4,365 shares of common stock, increasing direct equity stake in the company.
• Liu Xia was granted 20,955 stock options, aligning executive incentives with long-term shareholder value.

Negatives

• Liu Xia disposed of a total of 1,404 shares of common stock (1,086 shares at $106.088 and 318 shares at $105.045) for tax withholding purposes, reducing direct share count.

Future Outlook

This filing does not contain forward-looking statements or guidance regarding the company's future performance.

Industry Context

This Form 4 filing reports routine insider transactions for an executive at a utility company. Such transactions are common and typically reflect compensation structures and personal financial planning rather than broader industry trends.

Stakeholder Impact

• Shareholders: The transactions represent a routine change in an executive's beneficial ownership, reflecting compensation and tax management. The acquisition of stock and options aligns executive interests with shareholder value.

Next Steps

• The acquired stock options will vest 100% on January 2, 2029.

Key Dates

Keywords

WEC Energy Group, WEC, Liu Xia, CFO, Insider Transaction, Form 4, Stock Options, Common Stock, Beneficial Ownership